Senior Tax Manager

About the Firm:Our client is a boutique tax and accounting firm in Mineola, NY, offering highly personalized tax advisory and compliance services to high-net-worth individuals (HNWI) and closely held businesses. They focus on proactive, strategic planning for clients with complex financial needs and a minimum discretionary income of $1 million+.Role Summary:The Senior Tax Manager will be a key member of the leadership team, responsible for providing sophisticated tax advisory and compliance services. You will lead engagements for HNWI and closely held businesses, manage complex tax planning strategies, and mentor junior staff. You will be responsible for maintaining and developing client relationships and contributing to the firm's long-term growth.Key Responsibilities:Tax Advisory:Lead tax planning strategies for high-net-worth individuals and closely held businesses, focusing on wealth management, estate planning, and sophisticated tax structures.Advise on multi-state taxation, trust planning, and charitable giving to optimize client financial outcomes.Provide strategic insights and proactive advice tailored to the unique needs of clients with significant wealth.Tax Review:Oversee and review tax returns prepared by the team, ensuring accuracy, quality, and compliance with federal, state, and local tax laws.Provide technical leadership and mentorship, guiding team members through complex tax issues and encouraging their professional development.Manage multiple client engagements, ensuring deadlines are met while maintaining high-quality standards.Tax Compliance:Review complex individual, corporate, and partnership tax returns for high-net-worth clients, ensuring all filing requirements are met.Conduct research on intricate tax issues and provide analysis to support tax positions taken on returns.Represent clients before tax authorities and manage audit engagements as required.Qualifications:CPA or EA designation required.Minimum of 7 years of experience in tax advisory, compliance, and review, with specific expertise in handling HNWIs and closely held businesses.Strong understanding of estate and wealth planning strategies, multi-state tax compliance, and sophisticated tax structures.Proven track record of managing and developing client relationships.Ability to lead and mentor junior staff effectively.Why Join This Firm?Equity & Succession Path: Opportunity for equity or succession for a motivated candidate ready to take on a leadership role in the firm.Complex Client Engagements: Work with high-net-worth clients with sophisticated needs, providing an intellectually rewarding experience.Collaborative Environment: Join a small, dedicated team where your contributions have a significant impact.

Created: 2024-11-08